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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,982 | $69,518+347.3% | $59,883+419.3% | $135,382+129.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.91% | 7.95%-11.9pp | 3.46%-7.4pp | 519.77%-523.7pp |
| Employer contribution / active EE | $14,424 | $3,235+345.9% | $2,722+429.9% | $4,779+201.8% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |